Flows are rotating into DLN.L while SCT.L weakens

🇪🇺 Equities are seeing a clear flow reversal, with a sharp shift from broad selling to concentrated buying. The market’s dominant flow now centers on $DLN-L, which has attracted a massive inflow of $23.62 billion, while SCT-L exits with a $13.77 billion flow, marking a significant pivot away from the recent theme. The divergence underscores a narrowing leadership, with the top inflow overwhelmingly concentrated in one name and the largest outflow in another. This shift suggests traders are rotating into specific winners rather than broad market participation. The next watchpoint is whether DLN-L can sustain its inflow or if the market resumes a more dispersed flow pattern. Confirmation will come if inflows into DLN-L hold above recent levels, signaling a potential focus on this name as a market leader.